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iShares 3-7 Year Treasury Bond ETF

606 hedge funds and large institutions have $10.7B invested in iShares 3-7 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 205 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+26
Holders Change %
+4.48%
% of All Funds
9.56%
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.84%
New
85
Increased
228
Reduced
205
Closed
57
Calls
$332M
Puts
$236M
Net Calls
+$95.6M
Net Calls Change
+$193M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
501
Clearstead Advisors
Ohio
$144K -$646K -5,607 -82%
BWA
502
BDO Wealth Advisors
Florida
$138K
WWP
503
WR Wealth Planners
Missouri
$136K +$53.8K +467 +66%
HI
504
Harbour Investments
Wisconsin
$131K -$118K -1,027 -47%
DIP
505
DT Investment Partners
Pennsylvania
$126K -$458 -4 -0.4%
CWM
506
Consultiva Wealth Management
Puerto Rico
$125K
IWP
507
Icon Wealth Partners
Texas
$115K
PP
508
PrairieView Partners
Minnesota
$101K -$249K -2,177 -71%
SSB
509
Sandy Spring Bank
Maryland
$98.8K +$18.4K +160 +23%
RI
510
Ridgewood Investments
New Jersey
$98K -$24.8K -215 -20%
SPIA
511
Steward Partners Investment Advisory
New York
$91.8K -$57.9K -502 -39%
RCM
512
Rain Capital Management
Oregon
$89.9K -$21.7M -188,580 -100%
CFO
513
CVA Family Office
Colorado
$89.1K -$211K -1,832 -70%
LWCFA
514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.4K +$87.4K +758 New
CPA
515
Cardiff Park Advisors
California
$82.1K
SMFG
516
Sumitomo Mitsui Financial Group
Japan
$71.7K
YDMI
517
Y.D. More Investments
Israel
$69.8K
PCTC
518
Perkins Coie Trust Company
Washington
$62.8K -$20.7K -180 -25%
CPG
519
Cornerstone Planning Group
New Jersey
$62.2K +$62.2K +540 New
FFA
520
Farther Finance Advisors
California
$61.3K
RBC
521
Roble Belko & Company
Pennsylvania
$57K +$22.1K +193 +63%
FCA
522
FinTrust Capital Advisors
South Carolina
$55K
BC
523
Barrett & Company
Rhode Island
$53.6K
FCAG
524
First Capital Advisors Group
New Jersey
$44.2K
PO
525
Private Ocean
California
$43.7K